| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin Nelson Control | Managing Member/ Chief Compliance Officer | 25-50% | 2017 |
| Christopher N Maragos Control | Managing Member | 25-50% | 2017 |
| Jordan Hicks Control | Partner | 5-10% | 2018 |
Toptier Wealth Management reports $135.3 million in regulatory assets under management on its Form ADV.
Toptier Wealth Management reports 2 employees.
Toptier Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 262-989-8551 |
| Office hours | 9:00 a.m. -5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $135.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $135.3M |